Dynamic Financial Group
Dynamic Financial Group reported 76 positions worth $132.4M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SGOV (30.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $40.7M | 30.76% | 404,566 | — | — | |
| ▸ 2 | JAAA | SH | $21.6M | 16.31% | 427,670 | — | — | |
| ▸ 3 | DE | SH | $11.7M | 8.81% | 18,389 | — | — | |
| ▸ 4 | IWF | SH | $7.1M | 5.36% | 57,144 | — | — | |
| ▸ 5 | VZ | SH | $3.6M | 2.70% | 84,299 | — | — | |
| ▸ 6 | IWD | SH | $3.0M | 2.29% | 12,500 | — | — | |
| ▸ 7 | SLYG | SH | $2.7M | 2.03% | 22,526 | — | — | |
| ▸ 8 | IEFA | SH | $2.6M | 1.97% | 27,067 | — | — | |
| ▸ 9 | BOXX | SH | $2.5M | 1.90% | 21,507 | — | — | |
| ▸ 10 | IWP | SH | $1.7M | 1.26% | 11,397 | — | — |
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Frequently Asked Questions
What stocks does Dynamic Financial Group hold as of Q2 2026?
Dynamic Financial Group reported 76 positions worth $132.4M in its Q2 2026 13F filing. Largest positions: SGOV (30.8%), JAAA (16.3%), DE (8.8%), IWF (5.4%) and VZ (2.7%).
What did Dynamic Financial Group buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dynamic Financial Group sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.